Financial Advisors and Services
Dolan Financial Services is an independent practice serving individuals, families and business owners. At Dolan Financial Services, we focus on financial freedom. Together, we define your vision of financial freedom and formulate goals that are both relevant and realistic for you. Your vision and goals provide the framework for a customized long-term financial strategy.
Clients have access to comprehensive financial planning, fee-based asset management, retirement and business planning and risk management strategies.
Charlene K. Dolan is a CERTIFIED FINANCIAL PLANNER professional, Accredited Investment Fiduciary® and General Securities Representative.
Danielle S. Holmes is Chartered Retirement Plan Counselor professional, General Securities Representative and Life, Accident & Health insurance agent.
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered by Dolan Financial Services are separate and unrelated to Commonwealth.
Strictly intended for individuals in: MA, NH, ME, AZ, DC, FL, VA, VT and MD. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.
- Comprehensive Financial Planning
- Fee Based Asset Management
- Retirement Planning
- Retirement Income Strategies
- Life, Long-Term Care and Disability Insurance